Compare AU
Compare MVW vs. MTUM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Australian Equal Weight ETF (MVW) and the BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 250 | 2 |
Median incremental investment | $832.66 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,928.86 | $597.49 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVW | MTUM | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | N/A |
Top 3 holdings | Qantas Airways Ltd (2.44 %) Arcadium Lithium PLC CDI (1.58 %) Santos Ltd (1.51 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Industrials (33.97 %) Energy (28.23 %) Real Estate (18.73 %) | Financials (53.29 %) Consumer Discretionary (13.35 %) Real Estate (11.49 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
MVW | MTUM | |
|---|---|---|
Issuer | VanEck | |
Tracking index | MVIS Australia Equal Weight Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.35 % | 0 % |
Price | $38.05 | $27.81 |
Size | $2.594 billion | N/A |
10Y return | 81.80 % | N/A |
Annual distribution yield (5Y) | 4.48 % | 0.19 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 250 | 2 |
Median incremental investment | $832.66 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,928.86 | $597.49 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVW | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
MVW | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |